Making Salesforce Fields Clickable with Flexcards in OmniStudio
Have you ever wanted to make a field in Salesforce clickable, transforming it into a direct link? Maybe you have a website URL stored in a field and want users to easily access it. Or perhaps you have a unique ID that, when clicked, takes users to a specific record in another Salesforce object. This is where Flexcards in OmniStudio come in handy. They provide a powerful and dynamic way to make your Salesforce fields interactive.
Why Flexcards?
Flexcards are the building blocks of OmniStudio journeys. They're like mini-applications within Salesforce, enabling you to display information, gather input, and control the flow of your journey. Here's how they help you make fields clickable:
- Dynamic Content: Flexcards can dynamically display content based on the values in Salesforce fields.
- Custom Actions: You can customize actions that trigger when a Flexcard is interacted with. This includes opening URLs, navigating to other Salesforce records, or even initiating other processes.
Steps to Create Clickable Fields with Flexcards
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Create a Flexcard: Within OmniStudio, navigate to the "Flexcards" section and click "New Flexcard." Give your Flexcard a descriptive name.
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Select a Card Type: For clickable fields, choose a card type that supports dynamic content. The "Dynamic Content" card type is usually the best choice.
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Add Data: Add a "Field" element to the Flexcard. This will allow you to connect the Flexcard to a specific Salesforce field. Select the field containing the URL or ID that you want to make clickable.
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Define the Action: Within the "Field" element, find the "Action" setting. This is where you tell the Flexcard what to do when the field is clicked.
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Choose "Open URL": If you want to open a URL stored in the field, select "Open URL."
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Choose "Navigate to Record": If you want to navigate to a specific Salesforce record based on an ID, select "Navigate to Record." You'll need to specify the Salesforce object and record ID.
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Customize the Display: You can customize how the Flexcard looks by using different card layouts, adding images, and adjusting text formatting.
Examples
Here are some examples of how you can use Flexcards to make fields clickable:
Example 1: Website URL
Imagine you have a "Company Website" field that stores the URL of a company's website. Using Flexcards, you can make this field clickable. When a user clicks the field, it will automatically open the website in a new tab.
Example 2: Customer Support Portal
Let's say you have a "Case ID" field. You can create a Flexcard that makes this field clickable. When a user clicks the Case ID, it will take them directly to that Case record in Salesforce, giving them quick access to the relevant information.
Tips for Success
- Clarity is Key: Ensure the Flexcard's design and wording clearly indicate that the field is clickable. Use visual cues like underlines or arrows to highlight the clickable elements.
- Context Matters: Consider the context of your data and the actions you want to achieve. Choose the appropriate Flexcard type and action to provide the best user experience.
- Test Thoroughly: Before deploying your Flexcards, test them thoroughly to ensure they function as expected.
Conclusion
Flexcards in OmniStudio are a game-changer for making Salesforce fields interactive. They enable you to transform static data into dynamic and actionable elements. By turning fields into clickable links, you can simplify your Salesforce workflows, enhance user experience, and provide faster access to relevant information.